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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lissette? Claim Your ProfileLissette Gomez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lissette Gomez is a registered investment advisor with over 29 years of experience in the financial services industry. Lissette Gomez is registered with the Securities and Exchange Commission and FINRA and holds a Series 63, 65, and 7 licenses. Lissette Gomez is a licensed agent in the state of Illinois and a licensed agent in the state of Texas. Lissette Gomez serves individual and institutional clients with a focus on portfolio management, investment strategies, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/10/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEER PARK IL)
IA
Issued 11/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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